Pricing
Plans that scale with your firm.
Start with a 14-day free trial. No credit card required. Enterprise pricing is scoped to your firm's data and integration requirements.
Starter
Billed annually. Monthly billing available.
For emerging managers and small teams building structured research workflows for the first time.
Includes
Professional
Billed annually. Monthly billing available.
For established firms that need full intelligence capabilities, premium data access, and Firm Brain configuration.
Includes
Enterprise
Annual contract. Scoped to your firm's requirements.
For large institutions with custom data requirements, dedicated infrastructure, and compliance needs.
Includes
14 days
Free trial, full access
No CC
Required to start
SOC 2
Type II (in progress)
99.9%
Uptime SLA (Enterprise)
Frequently asked questions
How does the free trial work?
All Starter and Professional plans include a 14-day trial with full feature access. No credit card required to start. Your data and configuration are preserved if you convert to a paid plan.
What data sources are included?
Starter includes public data, news, and regulatory filings. Professional adds premium integrations with Bloomberg, PitchBook, FactSet, and alternative data providers. Enterprise supports custom integrations with any data source your firm uses.
Can we bring our own data?
Yes. All plans support CSV upload for internal data. Professional and Enterprise plans include API endpoints for programmatic data ingestion from your internal systems, CRM, or data room.
How is our firm's data secured?
All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Enterprise plans offer single-tenant infrastructure and on-premise deployment. SOC 2 Type II certification is in progress.
What does Firm Brain configuration involve?
Firm Brain encodes your investment logic — preferred sectors, growth vs. efficiency bias, minimum thresholds, red-flag conditions, and conviction requirements. It takes 30–60 minutes to configure initially and can be refined continuously.
Is this for demo purposes?
The pricing shown reflects our planned commercial structure for institutional clients. The current product is a functional prototype with mock data. Contact us to discuss early access and pilot programs.